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How to Analyze Your WAServes Provider Results With Data Exports

Blog Post-at-a-Glance

  1. How to view WAServes Network Summary reports
  2. How to request and download WAServes data export files
  3. How to use filters on data export files to view and analyze clients, service cases, and referrals data

WAServes Network Report Dashboard

You can view and analyze your provider results at any time on the UnitedUs platform in the Reports section of the WAServes (GPS) Coordination Center Home. You can access the WAServes data exports for filtering and analysis of cases, clients, and referrals for your organization’s performance results in the network.

In the left navigation bar of the WAServes (GPS) Coordination Center Home screen, you can access the Network Report Dashboard. The dashboard view displays the WAServes network performance. Here you can view population data by gender, age, race, and ethnicity. The Services tab shows summary data of service episodes (cases) by source, service category, case status (open or closed).

You can also create and export data files; list view of your data; browse individual cases and clients; use filter and display data fields to analyze specific data views and segments; view and categorize open-ended responses, and easily download your results CSV file format.

Data Exports

You can download your organization’s results in a CSV file format. You can keep an offline copy of your organization’s results, send the exports to others in your organization who are authorized as a WAServes network user, download individual responses for printing, or export your raw data for further analysis.

Exporting Files

To export a data file:

  • Click on the green New Export button in the upper right corner, see above image.
  • Choose Export Type: Select specific or all data files to be exported such as Clients, Referrals, or Cases.
  • Select Date Range
  • Click Save: When the data exports are ready, you will receive an email, notifying you that the file is available for downloading

All WAServes Data

All data exports allow you to download all of the WAServes raw data for further analysis or to compare to your organization’s data for clients, cases, and referrals. You may also view other WAServes providers, giving you insight into high-performing organizations in specific service categories. We recommend saving the CSV file as a Microsoft Excel workbook.

Viewing Cases, Clients, and Referrals

You can see details of cases, clients, and referrals in each data file that you export and download.

View Data Elements in each File Download

When viewing a data export, you will have a quick insight into the overall results of your organization.

  • Clients (Contacts): This export file contains client name, address, and other demographic information.
  • Cases: This export includes client name, service type, case status, and other case-related information.
  • Referrals: This export includes client name, original sender, referred to a group name, referral source status, and other related referral data.

Individual Cases, Clients, and Referrals

Viewing your organization’s data is useful if you’d like to see each client’s case or referral within the WAServes network, allowing you more insight into:

  • The number of unique service requests
  • The number of closed cases
  • The number of unique clients or total clients
  • The number of open cases
  • The number of referrals your organization made to other WAServes providers
  • The number of clients, cases, or referrals by time (7, 30,60, 90-days; all-time; or custom date range)
  • The number of service episodes by source (provider in network and WAServes Coordination Center)

The WAServes operations team also tracks the above metrics on a weekly, monthly, and quarterly basis.

Providers and WAServes Network

These data exports allow you to compare your organization’s results, compared to other organizations or the entire WAServes network.

Using Filters to Analyze Data

Filtering and displaying data allows you to focus in on specific subsets of your data, so you can analyze your results in a way that’s most meaningful to you.


After saving and opening a data export file, you can use filters to focus on a particular subset of your data based on certain criteria that you define. When a filter is applied, only results that meet that criteria will show in the filtered view. For example, if you only want to see responses submitted within a particular time frame, create a Filter by Created At.

You can filter your results by numerous filters such as:

  • Client (Case) data filters: Created At, Client ID, Name, Consent Status, Care Coordinator, and other key filters.
  • Cases Data filters: Created At, Client ID, Name, Service Type, Description, Case Status, Case Source, Primary Worker, Network Program, Date Enrolled, Date Exited, Scope, Referred to (Out of Network), and other key filters.
  • Referrals data filters: Created At, Client ID, Name, Referred To Group Name, Service Type, Description, Referral Status, Source, Case ID Status, Primary Worker, and other key filters.


After you filter the data within a data export file, you view your organization’s results. If you’re only interested in analyzing certain clients or service categories, use filters to display the data you wish to analyze.

The WAServes recommends that each organization within the network view summary data on the WAServes (GPS) Coordination Center Home screen. More importantly, we recommend exporting all data files for further analysis. While the data within each export may be overwhelming, filtering the data to your organization or service categories that you participate in simplifies your views.

The WAServes team uses these data exports to assess and analyze network performance. Here are examples of the blog posts based on these exports:

WAServes In-Process Review

These data exports are used by AmericaServes for the six-month WAServes In-Process Review on October 17, 2017. This IPR will focus on what the current data shows on impact and influence, which the market leaders and contributors are, and how we will work with, incentivize, and position those who are currently performing and looking to increase participation.


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